TIP169: Jesse Felder – FANG Stocks, Crypto, Central Banks, & Inflation

In today's episode we talk to former multi-billion dollar hedge fund manager, Jesse Felder. Jesse talks to us about his concern with FANG Stocks at the end of 2017. Additionally, Jesse talks to us about the potential change in central banking policy that might open the door for inflation to start taking hold in the economy.
TIP169: Jesse Felder – FANG Stocks, Crypto, Central Banks, & Inflation2023-02-24T07:40:09-05:00

TIP168: Guy Spier – The Education of a Value Investor

In this episode of The Investor's Podcast, we have the renowned Guy Spier on the show to talk about his new book, The Education of a Value Investor in 2008, Guy and Mohnish Pabrai bid $650,000 to have lunch with Warren Buffett. In our interview, you'll quickly learn there's a lot more to guy than investing and expensive lunches.
TIP168: Guy Spier – The Education of a Value Investor2023-02-24T07:39:47-05:00

TIP167: How The Mighty Fall by Jim Collins

In today's show, we cover a book recommended by Amazon's Jeff Bezos, titled, How the Mighty Fall. The book's author, Jim Collins, is a New York Times Best Selling Author and a professor at Standford University. The book talks about the various phases a business goes through when declining in the market place and addresses what needs to be done to self-correct the problems that are causing the issues.
TIP167: How The Mighty Fall by Jim Collins2023-02-24T07:39:20-05:00

TIP166: Mastermind Discussion 4Q 2017

In today's show, we assemble the mastermind group to talk about four new stock ideas at the end of 2017. As usual, the group digs into each idea and provides counter-arguments and conclusions on the intrinsic value of each business. At the end of the episode, the group talks about Bitcoin & Bitcoin Cash.
TIP166: Mastermind Discussion 4Q 20172025-05-21T05:46:33-04:00

TIP165: Tobias Carlisle & The Acquirer’s Multiple

In today's show, we talk to Tobias Carlisle about his new book, The Acquirer's Multiple. The book explains how investors like Buffett, Icahn, and many others capture big stock market returns by filtering for companies with a low enterprise value compared to EBIT.
TIP165: Tobias Carlisle & The Acquirer’s Multiple2023-02-24T07:03:52-05:00
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